Your First 90 Days
Week 1 - Congratulations you have Completed Orientation
- Prior to First Coaching Appointment
- Read and review Coaching Contract - be prepared with questions/concerns to discuss with Coach at first meeting-Coaching Contract
- Complete Needs Analysis - provide all important data that will help you and the Coach address your current and future needs Needs Analysis
- Take DISC Profile DISC Profile - (sales)
- Review 30-60-90 Plan 30-60-90 Plan
- Review "COACHING TO CAPPING PLAN" - 3 tiered plans for CAPPING SUCCESS! Tiered Capping Plan
- Set First Meeting with the Productivity Coach Set an Appointment with Annemarie Hinds
- Set First Meeting with the Transaction Coach
- Learn about your MREA Business Plan - you will work on your Business Plan with the Productivity Coach MREA Business Plan Manual
- Learn how to IGNITE Your CAREER Ignite Series
- Begin to Think about your Business Goals Your Big Why
- Productivity Coaching Appointment #1
- Review and Sign Coaching Agreement- review any concerns with coach and sign agreement
- Review and Discuss Needs Analysis - discuss your needs and how we can work together to meet your goals
- Review DISC Profile Click here to learn more about the DISC Profile
- Receive Coaching Handbook
- Discuss and Set Coaching Expectations
- Create Business Plan Great Video on Business Planning
- Set Plan on how to contact Agents to shadow Buyer/Listing Appointment Click here to access list of agents who are willing to have 'shadowers' - also included are do's and don'ts on an appointment
- Review Coaching Website
- Database - review database plan - goal is to have 200 names in Database Database Information
- Transaction Coaching Appointment #1
- Review Coaching Contract
- Review agents prospects and current pipeline, if any
- Set expectations on contacting Transaction Coach when working with clients
- Buyer Project -review Buyer Project - set date for completion Click here to get information on Buyer Homework
- Review Buyer Appointment Form Buyer Appointment Form
- Review Seller Appointment Form Seller Appointment Form
- Lead Generation Activity
- Complete Sphere of Influence 200 people list How to increase your SOI
- Call SOI - 10-20 conversations a day for next 10 days Click here to access SOI Scripts - internalize and memorize scripts
- Follow up calls to SOI with emails or hand written notes
- Homework
- Learn about Keller Williams Business Plan - MREA Business Plan
- Set appointment #2 with Pro-Coach
- Set appointment #2 with Transaction Coach
- Review Training Calendar - time block for classes - reach out to Pro coach with Question - make list of required trainingsCheck Facebook Group or email front desk for training calendar
- Buyer Agency Video Watch Buyer Video
- Shadow Buyer Agency Appointment Click here to access list of agents who are willing to have 'shadowers' - also included are do's and don'ts on an appointment
- Complete phone calls to SOI - follow up with emails/handwritten notes
- Learn about Open Houses Review 7th Level Open House manual
- Lead Generate for your Open House Learn Lead Generations Scripts
- Preview 8 homes
- Begin reading Millionaire Real Estate Agent - Gary Keller
- Learn the Agreement of Sale Click here to view a sample of the Agreement of Sale
- Read Agreement of Sale Guidelines Click here to access the Agreement of Sale Guideline
- Read the Consumer's Guide to the Agreement of Sale Click here to access the Consumers Guide to the Agreement of Sale
- Prior to Coaching Appointment
- Goal Setting and Accountability Goal Setting/Accountability
- Creating the 411 Creating the 411
- Implementing the 411 Implementing the 411
- Learn about Time Management and the 411 Watch video on Time Management with 411 with Seth Campbell
- Review Gary Keller to 10 Lead Generation Strategies - choose 3 to implementTop Ten Lead Generations Strategies
- Decide what type of calendar you will use (paper or online) - bring to coaching Review 411 and Time Management Manual
- Productivity Coaching Appointment #2
- Discuss/create 411 Work on 411
- Discuss/Create Business Plan Business Plan Template
- Introduce Critical Numbers Tracking
- Create Marketing Plan KW Marketing
- Discuss Lead Generation Strategies
- Review SOI calls successes/failures
- Script Practice - on SOI/Lead Conversion SOI Scripts
- Learn about Cole Realty Resource-www.ColeRealtyResource.com
- Set lead gen strategy for next week
- Transaction Coaching Appointment #2
- Review Questions from Buyer Project
- Review Current Pipeline
- Review 7th Level house - best practices
- Sellers Project - homework
- Lead Generation Activity
- Complete calls to SOI
- Memorize and Internalize Just Listed/Just Sold Scripts
- Circle call using Cole Realty JL/JS calls Just Listed/Just Sold Scripts
- Homework
- Ignite Series - for each session please review Mission and SessionIgnite Series
- Session 1 - Welcome to Ignite
- Session 2 - Build Your Business
- Session 3 - Find Your Business
- Session 4 - Win the Seller
- Session 5 - Price to Sell with your CMA
- Session 6 - Sell your Listing
- Session 7 - Find and Win the Buyer
- Session 8 - Find and Show Homes
- Session 9 - Make and Receive Offer
- Session 10 - Negotiate the Deal
- Session 11 - Close the Deal
- Session 12 - Ignition - Blast Off
- Find 2 Scripts Partners
- Create/Personalize Buyer BookClick here to create a personalized Buyer Book
- Create/Personalize Pre-Listing Book Click here to personalize the Pre-Listing Book
- Create/Personalize Listing Book Click here to personalize the Listing Book
- Set Plan on how to contact Agents to shadow Buyer/Listing Appointment Click here to access list of agents who are willing to have 'shadowers' - also included are do's and don'ts on an appointment
- Attend Class - how to do a 7th level open house Review Materials for 7th level open house
- Introduce yourself (either in person on via email) to Top Teams asking how to contact them to sit their open houses
- Prepare Open House Bag
- Preview 8 homes
- Script practice LPMAMA - learn/memorize/internalize Click here to access the LPMAMA Scripts
- Visit 5 Sunday Open Houses
- Visit 3 Tuesday Broker's Opens
- Observe the Lead Generation area or Shadow Agent or ISA during lead gen
- Set up meeting with Mortgage Lender - Lender of your choice
- Set up meeting with Guard Insurance Guard Insurance
- Ignite Series - for each session please review Mission and SessionIgnite Series
- Prior to Coaching Appointment
- Reach Out to Agents and Arrange to Sit Open House
- Prepare Open House Flyer Open House Flyer Ideas
- Prepared Open House Offerings Offerings
- Open House Sign In Sheet Sample Sign In Sheet
- Coaching Appointment #3
- Review 411
- Review CGI CGI - must log into KW.com
- Review Critical Numbers Tracking Sheet
- Review pipeline CGI Pipeline
- Review time blocking needs
- Script Practice/Role Play
- Review lead generation actions/strategies
- Questions/Answers
- Transaction Coach Appointment #3
- Review Sellers Homework
- Review Pipeline
- Review MOCK Home Inspections
- Review Floor Time Policy
- Lead Generation Activity
- Learn/Review/internalize open house Scripts Click here for more open house scripts
- Learn/Review/Internalize scripts for meeting Buyers at open house Click here to learn scripts to convert buyers at open houses
- Call neighborhood or 1-2 mile radius for Lead Generating for Open House www.ColeRealtyResource.com
- Door Knock homes in area of open house 5-5-10 Rule
- Homework
- Preview 8 homes
- Attend Floor Time Class
- Shadow DOFF for Floor Time Requirement
- Shadow 3 different agents sitting floor
- Sign up for Floor time
- Script Practice - Just listed/Just Sold calls Click here to access Just Listed/Just Sold Scripts
- Update 411 411
- Watch Buyer consultation video Click here to access Buyer video
- Watch Seller consultation Video Click here to access Seller Video
- Shadow Home Inspection Click here to access list of agents who are willing to have 'shadowers' - also included are do's and don'ts on an appointment
- Shadow Closing Click here to access list of agents who are willing to have 'shadowers' - also included are do's and don'ts on an appointment
- Time Block 3 hrs. a day/5 days a week for lead/gen and follow up
- Finish Reading MREA
- Watch 8 Steps to Kellerization Click here to access 8 Steps to Kellerization
- Role Play Partners - Reach out to Coaching Agents Role Play FSBO
- Role Play Partners - Reach out to Coaching Agents Role Play Expired
- Begin reading "The One Thing" Book
- Week 12 thru 18
- Prior To Coaching Appointment
- Sign up for First Steps to Bold
- Record Buyers Presentations
- Record Sellers Presentation
- Coaching Appointment
- Review Critical Numbers Tracking Sheet
- Review pipeline
- Review lead generation actions/strategies
- Review time blocking needs
- Script Practice/Role Play
- Set schedule for upcoming appointment
- Transaction Coach
- Review Pipeline
- Review Negotiation Strategies
- Set schedule for upcoming appointment
- Homework
- Develop your Unique Value Proposition Click here to develop your unique value proposition
- Attend Office Meeting
- Attend ALC Meeting
- Lead Gen and follow up 3 hours, 5x week
- Maintain Time Blocking Habit
- 1 Buyer Under Contract
- 2 Open Houses per month - minimum if this is your strategy
- Continue updating Tracking Sheet on daily /weekly basis - Must be complete by Monday
- Attend Profit Share Class Market Center
- Read Book Fierce Conversations
- Course Work: Educational videos to watch
- KWConnect: This Month in Real Estate - Agent Mountain Videos
- Watch/Review Manual The Customer Experience
- Watch/Review Manual 6 Personal Perspectives on KW.com
- Watch Win - Win Negations
- eEdge Database Quick-Start Workshop
- Internet Lead Generation - Your online Marketing Strategy
- Internet Lead Generation - Your Social Media Business Strategy
- KW Scripts - Working with Buyers
- KW Scripts - Working with Sellers
- KW Scripts - Lead Generation
- KWU- Your KW Mobile App Workshop
- Win the Buyer
- Win the Seller
- Navigating to Yes